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LIONSTONE INVESTMENTS
712 Main Street
Suite 2500
Houston, Texas 77002
Tel: 713-533-5860
About LIONSTONE INVESTMENTS
LIONSTONE INVESTMENTS, formally registered with the SEC as LIONSTONE INVESTMENTS. The firm was established in 01/10/2012. They have over 3 offices throughout the country.
LIONSTONE INVESTMENTS is a Houston, Texas based Financial Planning firm with nearly $5,925,316,689 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 62 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 160214 |
| SEC# | 801-73009 |
| Assets Managed by Firm | $5,925,316,689 |
| No. of Clients | 21 |
| No. of Advisors | 62 |
Fee Structure
- A Percentage of AUM
- Performance Based
- Other(ACQUISITION / DISPOSITION / LEASING FEES)
Advisory Services Provided
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $5,925,316,689 |
| Pension and profit sharing plans | 1 | $143,043,502 |
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